IA

Insight Advisors Portfolio holdings

AUM $653M
1-Year Est. Return 15.09%
This Quarter Est. Return
1 Year Est. Return
+15.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$515M
AUM Growth
+$42.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
307
New
Increased
Reduced
Closed

Top Buys

1
+$2.95M
2
+$2.68M
3
+$2.4M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.28M
5
BOXX icon
Alpha Architect 1-3 Month Box ETF
BOXX
+$1.97M

Top Sells

1
+$1.59M
2
+$1.38M
3
+$1.28M
4
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$1.22M
5
FTLS icon
First Trust Long/Short Equity ETF
FTLS
+$965K

Sector Composition

1 Technology 11.6%
2 Consumer Discretionary 4.08%
3 Financials 3.58%
4 Communication Services 2.21%
5 Healthcare 2.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$836K 0.16%
48,330
-1,900
102
$818K 0.16%
30,443
-561
103
$815K 0.16%
13,892
-43
104
$810K 0.16%
60,980
+6
105
$801K 0.15%
20,115
-36
106
$788K 0.15%
5,306
-12
107
$778K 0.15%
21,461
-8,992
108
$775K 0.15%
7,011
+421
109
$766K 0.15%
16,684
-1,634
110
$756K 0.15%
32,548
-4
111
$753K 0.14%
17,938
-97
112
$714K 0.14%
24,831
-4,803
113
$712K 0.14%
6,127
-44
114
$712K 0.14%
11,841
+1,518
115
$699K 0.13%
898
+134
116
$682K 0.13%
24,184
-1,604
117
$678K 0.13%
20,754
+1,729
118
$674K 0.13%
23,626
-11,353
119
$664K 0.13%
5,657
120
$663K 0.13%
1,457
+712
121
$663K 0.13%
2,202
+911
122
$663K 0.13%
7,021
-493
123
$652K 0.13%
26,629
+1,202
124
$643K 0.12%
1,467
125
$624K 0.12%
14,772
-1,499
3 4
5
6 7